So, I have a saved search that shows a summary of sales, YTD. There is a custom field that shows a "Primary Sales Rep" on the transaction. Important to note: The custom field is an Entity list. Sales reps in this case can be either Employee records or Vendor records. There are some cases where a sales rep can have both record types. The summarized total for a sales rep, "Joe Smith" is correct with having $1 million in sales. However, when we drill into the detail for him, it ONLY shows about 100k in sales total, and all of the transactions are the ones tied to the employee record. Is there a way that on the drill down we can get those results to show both the transactions tied to the Employee record and the Vendor record?

strange because if it is a simple custom field it should show absolutely all transactions in the result unless you have put a criteria It’s a transaction search ?

@Marc Correct. It's a transaction search.

its likely a grouping on the result column rather than a filter causing the issue

yes it is possible too if you put a grouping on the result.